1. KEY PERFORMANCE INDICATORS FOR MUTUAL RETAIL: PRESENTED BY: ADEMOLA ‘FAGBAYI

2. 8 KEY RESULT AREAS IN RETAIL OPERATION

3. RECRUITMENT/SELECTION

4. TRAINING/RE-TRAINING

5. PROSPECTING: (SOURCING FOR NEW ACCOUNTS)

6. PRESENTATION/INTERVIEW

7. CLOSING SALES

8. DOCUMENTATION/RECORD KEEPING

9. REPORT/ORDER PROCESSING

10. CUSTOMER SERVICE/FOLLOW UP

11. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 1 RECRUITMENT/SELECTION  4 TIMES ANUALLY  50 MARKETRS PER UNIT  GLOBAL: 10,000 MARKETERS ANNUALLY  RECRUITMENT MODELS  NEWSPAPER ADVERTISEMENT  RADIO/TELEVISION ADVERT.  ONLINE ADVERTISEMENT  DIRECT RECRUITMENT THROUGH REFERRALS  APTITUTE TEST  SELECTION INTERVIEW  PEOPLES SKILL  DEFINE OBJECTIVE  GOAL ORIENTATION  EMOTIONAL INTELLIGENCE KEY RESULT AREAS

12. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 2 TRAINING TRAINING DURATION: 4 TIMES ANNUALLY MINIMUM : ONE WEEK MAXIMUM: TWO WEEKS EVALUATING TRAINING NEEDS SETTING TRAINING OBJECTIVES IDENTIFY KNOWLEDGE GAP BUILD TRAINING CONTENT DESIGN TRAINING TIME TABLE DETERMINE TRAINING COST SELECT TRAINING STYLE  SALES/MARKETING SKILL  PRODUCT KNOWLEDGE  INDUSTRY KNOWLEDGE  INTERPERSONAL SKILL  PEOPLES SKILL  MANAGEMENT SKILL KEY RESULT AREAS

13. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 3 PROSPECTING  ALL MARKETRS MUST PROSPECT DAILY  MAKE 20 PROSPECTIVE CONTACTS DAILY  CONDUCT 10 INTERVIEW DAILY  CONDUCT 2,500 INTERVIEW ANNUALLY  GENERAL LEAD/REFERERAL  DETERMINE MARKET  SELECT PROSRECTING STYLE: DIRECT OR REFFERAL  KEEP PROSPECTING RECORD  CONFIDENCE  ENTHUSIASM  GOAL ORIENTATION  PRODUCT KOWLEDGE  INTERPERSONAL SKILL  PLANNING KEY RESULT AREAS

14. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 4 PRESENTATION/INTERVIEW  CONDUCT 10 INTERVIEW DAILY  MINIMUM 2500 ANNUALLY  PERSONAL  GROUP PRESENTATION  DIRECT CONTACT WITH THE PROSPECT  TELEPHONE CONTACT  E-MARKETING  MAILLING  SALES/MARKETING SKILL  PRODUCT KNOWLEDGE  COMMUNICATION SKILL  INTERPERSONAL SKILL KEY RESULT AREAS

15. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 5 CLOSING/SALES  1 BUSINESS WEEKLY  50 BUSINESSES ANNUALLY (AVERAGE)  PRODUCT MIX  MONITORING  SUPERVISION  EVALUATING DAILY ACTIVITY RECORD  SALES/MARKETING SKILL  CLOSING SKILL KEY RESULT AREAS

16. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 6 DOCUMENTATION/ RECORD KEEPING  ALL MARKETERS MUST HAVE:  LEAD BOOK  DAILY ACTIVITY BOOK  PRODUCTION RECORD BOOK  PAYMENT RECORD BOOK  SUPERVISION AND MONITORING  REVIEW EVALUATION SURVEY  ANALYTICAL SKILL KEY RESULT AREAS

17. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 7 ORDER PROCESSING  24 HOUR DELIVERY OF RECEIPTS  24 HOUR POLICY DELIVERY AFTER UNDERWRITING.  MONITORING AND EVALUATION  PROCESS AND SUBMIT ORDERS  INTER BOUNDARY MANAGEMENT SKILL  PROCESS FLOW UNDERSTANDING  RECORD KEEPING KEY RESULT AREAS

18. KRA Key Result Areas The areas in which I must accomplish specific results that, when collectively achieved, fulfill the job function Performance Standards My job in this Key Result Area will have been done well when the following conditions exist Duties and Activities What are the activities that I must do to accomplish the key results? Key Skills, Knowledge, and Abilities What must I know how to do in order to reach these results? 8 CUSTOMER SERVICE/FOLLOW UP  80% BUSINESS RETENTION  CONTACT CUSTOMER  KEEP RECORD  SERVICE EXISTING ACCOUNTS  MEETING CUSTOMERS CONCERN AND NEEDS  INTERPERSONAL SKILL  ANALYTICAL SKILL KEY RESULT AREAS